Raymond James Financial’s JPMorgan Chase JPM Stock Holding History

Raymond James Financial’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.84B	Buy	14,783,980 +300,643	+2%	+$93.4M	1.31%	8
2026 Q1	$4.25B	Buy	14,483,337 +34,894	+0.2%	+$10.6M	1.31%	8
2025 Q4	$4.66B	Buy	14,448,443 +2,440	+0%	+$755K	1.45%	8
2025 Q3	$4.56B	Sell	14,446,003 -83,252	-0.6%	-$24.8M	1.46%	8
2025 Q2	$4.21B	Sell	14,529,255 -88,912	-0.6%	-$22.7M	1.45%	8
2025 Q1	$3.59B	Sell	14,618,167 -37,232	-0.3%	-$9.49M	1.35%	7
2024 Q4	$3.51B	Buy	+14,655,399	New	+$3.41B	1.3%	8

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Raymond James Financial's JPM Position: Q2 2026 in Review

Raymond James Financial increased its JPMorgan Chase (JPM) stake by 2.1% in Q2 2026, buying an estimated $93.4M and bringing the position to 14,783,980 shares worth $4.84B. The position accounts for 1.31% of the portfolio, ranked #8.

Raymond James Financial first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 5,153 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Raymond James Financial held 14,783,980 shares of JPMorgan Chase worth $4.84B as of Q2 2026.
Raymond James Financial bought 300,643 JPMorgan Chase shares in Q2 2026, an estimated $93.4M.
JPMorgan Chase made up 1.31% of Raymond James Financial's portfolio in Q2 2026, its #8 holding.
Raymond James Financial first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
5,153 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.